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iShares 7-10 Year Treasury Bond ETF

974 hedge funds and large institutions have $30B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 357 increasing their positions, 355 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $869M

46% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 115

4% more funds holding

Funds holding: 939974 (+35)

1% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 355

1% less capital invested

Capital invested by funds: $30.2B → $30B (-$171M)

3% less funds holding in top 10

Funds holding in top 10: 10198 (-3)

3.17% less ownership

Funds ownership: 88.73%85.57% (-3.2%)

Holders
974
Holders Change
+35
Holders Change %
+3.73%
% of All Funds
12.83%
Holding in Top 10
98
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.97%
% of All Funds
1.29%
New
168
Increased
357
Reduced
355
Closed
115
Calls
$1.33B
Puts
$869M
Net Calls
+$461M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
476
Capital Investment Advisory Services
North Carolina
$1.23M -$11K -116 -0.9%
SVWAG
477
Sound View Wealth Advisors Group
Georgia
$1.23M
FWM
478
FFT Wealth Management
Pennsylvania
$1.22M +$504K +5,335 +68%
KJWM
479
Kiley Juergens Wealth Management
Washington
$1.22M +$1.24M +13,160 New
RG
480
Rathbones Group
United Kingdom
$1.22M +$283 +3 +0%
FAIM
481
Financial Advocates Investment Management
Washington
$1.21M +$292K +3,086 +31%
WRPWM
482
Werba Rubin Papier Wealth Management
California
$1.2M
HA
483
Hanover Advisors
South Carolina
$1.2M +$22.7K +240 +2%
BIA
484
Biondo Investment Advisors
Pennsylvania
$1.2M +$35K +370 +3%
OHWP
485
Oak Harbor Wealth Partners
North Carolina
$1.2M -$64.9K -687 -5%
FWM
486
FLP Wealth Management
Arkansas
$1.19M +$1.22M +12,879 New
CFG
487
Cosner Financial Group
Colorado
$1.19M +$21.1K +223 +2%
EH
488
Equitable Holdings
New York
$1.19M -$13.7M -145,131 -92%
JWCA
489
J.W. Coons Advisors
Ohio
$1.19M -$37.3K -395 -3%
ODA
490
One Degree Advisors
California
$1.18M -$3.32M -35,169 -73%
B
491
Bailard
California
$1.15M -$3.12M -33,045 -73%
CCWA
492
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.15M -$431K -4,566 -27%
CFB
493
Cullen/Frost Bankers
Texas
$1.15M +$131K +1,391 +13%
SW
494
Simplicity Wealth
New Jersey
$1.14M -$1.37M -14,503 -54%
WA
495
WBH Advisory
Maryland
$1.14M +$296K +3,133 +34%
KCM
496
Kornitzer Capital Management
Kansas
$1.12M
CB
497
Cadence Bank
Mississippi
$1.12M +$237K +2,507 +26%
SAM
498
SignalPoint Asset Management
Missouri
$1.11M -$340K -3,600 -23%
BCG
499
BayBridge Capital Group
California
$1.09M -$37.6K -398 -3%
WIP
500
WealthCare Investment Partners
Rhode Island
$1.09M -$266K -2,811 -19%

IEF Hedge Fund Activity: Q4 2024 in Review

974 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2024, worth a combined $30B — down 0.57% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IEF positions and 115 closed out — a net gain of 53 holders — while 357 added to existing stakes and 355 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $715M. The largest seller was Morgan Stanley, cutting an estimated $600M.

  • 974 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2024, up from 939 in Q3 2024.
  • Funds reported $30B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2024, down 0.57% quarter-over-quarter.
  • 168 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2024 and 115 closed out, a net change of +53 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2024 was Fisher Asset Management, an estimated $715M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $600M sold.

Based on aggregated 13F filings for Q4 2024.